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Welltower
WELL

Overview Fund Activity

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+38
Holders Change %
+6.4%
% of All Funds
16.6%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.58%
New
104
Increased
251
Reduced
207
Closed
60
Calls
$103M
Puts
$32.4M
Net Calls
+$70.6M
Net Calls Change
+$3.63M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$497M
2
BC
2
Brookfield Corp
Ontario, Canada
$217M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$385M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$575M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.52B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$781M
2
AAMU
2
APG Asset Management US
New York
$0
3
SAMC
3
Shinko Asset Management Company
Japan
$268M
4
Invesco
4
Invesco
Georgia
$312M
5
JHIU
5
Janus Henderson Investors US
Colorado
$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
451
Blue Fin Capital
Rhode Island
$417K +$417K +6,130 New
BIAS
452
Beacon Investment Advisory Services
New Jersey
$416K -$3.41K -50 -0.8%
GHAM
453
Gilman Hill Asset Management
Connecticut
$415K +$13.6K +200 +3%
NB
454
Norinchukin Bank
Japan
$414K -$268K -3,940 -39%
IP
455
Investment Partners
Ohio
$414K +$821 +12 +0.2%
HFS
456
HL Financial Services
Kentucky
$412K -$12.3K -180 -3%
CTA
457
Colonial Trust Advisors
South Carolina
$405K -$6.81K -100 -2%
MNBTD
458
Moody National Bank Trust Division
Texas
$403K – – –
BUB
459
BBVA USA Bancshares
Texas
$395K +$395K +5,812 New
CFA
460
Carroll Financial Associates
North Carolina
$390K +$30.7K +452 +9%
BOTW
461
Bank of the West
California
$386K +$16.5K +242 +4%
MAM
462
Martingale Asset Management
Massachusetts
$376K -$1.38M -20,250 -79%
BCMO
463
Buckingham Capital Management (Ohio)
Ohio
$374K -$114K -1,669 -23%
CAM
464
Columbia Asset Management
Michigan
$374K +$374K +5,500 New
NAM
465
North American Management
Massachusetts
$372K – – –
WRM
466
Westport Resources Management
Connecticut
$369K -$46.1K -679 -11%
B
467
BancorpSouth
Mississippi
$353K +$353K +5,181 New
LA
468
LVW Advisors
New York
$350K -$441K – –
MIC
469
MU Investments Company
Japan
$348K -$64.2K -950 -16%
MA
470
Montag & Associates
Georgia
$340K -$31.2K -459 -8%
DA
471
Dunvegan Associates
California
$338K -$10.4K -153 -3%
SAM
472
Symphony Asset Management
California
$337K -$55.5K -816 -14%
WA
473
WFG Advisors
Texas
$334K -$24.9K -365 -7%
JG
474
Jefferies Group
New York
$333K -$7.46M -109,800 -96%
DDC
475
DF Dent & Co
Maryland
$328K +$10.5K +154 +3%
17 18
19
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